Don't delete Recurring Transactions when an account is deleted (edited)
Shaun
Member
Sometimes I decide to stop using a credit card and I'll delete the account from Simplifi. This also deletes every recurring series I've set up if I don't remember to switch them to a different account first.
I think I should get a pop-up for every recurring bill on that account to re-assign before it lets me delete the account. Or we should be able to have a recurring series with no account assigned.
Just because I delete an account does not mean I also want to delete every recurring series assigned to it.
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3
Comments
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Suggest closing the account rather than deleting…then selecting hide closed accounts.
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Rob Wilkens6